Architects of Global Business Research • Strategy • Community Membership for Business Services and Technology Providers Contents HfS | WHO WE ARE AND WHAT WE DO 02 HfS | Key Facts 04 HfS ANALYST ADVISORY SERVICES 05 Analyst Advisory Membership 06 Market Awareness Solutions 08 Custom Research and Advisory Services 10 HfS | CONTACT DETAILS 11 | Who We Are and What We Do As the architects of global business, HfS provides a dedicated environment for collective research, strategy and community — all aimed at helping enterprises explore new operating models and surpass traditional performance thresholds. HfS Research, by the Numbers Horses for Sources Blog Founded HfS Research Founded Members in the HfS LinkedIn Community Subscribers to the HfS Blog, Website and Communications 2 Contact HfS today: email insights@hfsresearch.com or call +1 (800) 449-4206 x9 | Who We Are and What We Do Research • Continues to produce acclaimed research focused on demand-side trends, market landscapes, supplier evaluations (“Blueprints”), pricing dynamics, market sizing and forecasting • Won the premier award for “Analyst of the Year” in 2010 and 2011 and beat the likes of Gartner, Forrester, Ovum and IDC to win the most “Innovative Research Firm” in 2012 Strategy Community • Recognized as a Top Tier analyst brand focused on business services and global operations frameworks with technology as an enabler • • Facilitates the HfS Sourcing Executive Council, the highest quality network of enterprise executives leading global shared services and outsourcing initiatives Guides enterprises with cost-effective, timely, and targeted research-based strategy, leveraging the extensive HfS network to deliver collective insights, data and advice applied to your specific needs • Provides the most influential and frequently visited community platform in the global services industry with 19,000 LinkedIn community members and 130,000 subscribers to the HfS website and blog Founded by internationally acclaimed analyst and visionary, Phil Fersht, 3 HfS provides a dedicated environment for collective research, strategy and community — all aimed at helping enterprises explore new performance thresholds. Contact HfS today: email insights@hfsresearch.com or call +1 (800) 449-4206 x9 | Who We Are and What We Do Key Facts • Award-winning research firm since its inception: “Analyst of the Year” for 2010 and 2011, followed by “#1 Innovative Analyst Firm” in 2012 • Dedicated analyst team with a global footprint, headquartered in Boston • Leverages the vast HfS community of global business services professionals to deliver rapid insights on industry trends & developments, surveying the opinions and dynamics of organizations in 2011 – 2013 20,000 • The ONLY social media and web presence in the business services industry with subscribers and the leading blog in the industry (www.horsesforsources.com) • A well-regarded new generation media outlet qualified as a Google news source and regularly quoted on business trends in the Wall St. Journal, The Economist, CIO Magazine and BusinessWeek 4 130,000 Where does the name come from? HfS is the acronym for “Horses for Sources,” the globally acclaimed blog for the global business services industry. Our name is based on the British phrase “Horses for Courses,” which implies race horses will run better on certain race courses, not dissimilar to outsourcing and enterprises today. We like to think of it this way: An outsourcing engagement that works well for one firm may not be as successful for another. There is no one-size-fits-all solution when you are dealing with a company's people, processes and technology. And that’s why we’re here. Contact HfS today: email insights@hfsresearch.com or call +1 (800) 449-4206 x9 Overview of HfS Analyst Advisory Services HfS offers a broad range of services: • HfS Analyst Advisory Membership • Market Awareness Solutions, such as webcasts, executive interviews, HfS-branded case studies and custom, research-based publications • Custom Research and Advisory Services to address specific research or data needs Our Clients and Subscribers They’re Influential They’re Buyers They’re Eager to Participate They’re Willing 74 % 40 % 93 % 79 % C-level, VP, Director or Managers from multiple industries 5 are buyers or evaluators want to discuss global business initiatives want to participate in HfS surveys Contact HfS today: email insights@hfsresearch.com or call +1 (800) 449-4206 x9 2013 Research Agenda HfS Analyst Advisory Membership The HfS Analyst Advisory Membership gives your executives access to expert research and analyst team to produce the following benefits: Focused on addressing the Four Key Operational Challenges facing Enterprises today: Achieving Value Beyond Cost: Changing the corporate mindset from cost-savings myopia to value-creation and growth Mastering the Future Operating Model: Leveraging sourcing and Shared Services as vehicles to achieve broad corporate objectives Redefining Talent Management: Aligning the workforce for global business services by developing talent to go beyond tactical performance Accomplishing Realistic Innovation: Accomplishing innovation by improving enterprise and provider collaboration to achieve realistic outcomes For 2013, HfS takes a deep dive into how companies overcome the Four Industry Challenges across major functions and industries; from Finance and Accounting and Human Resources to Insurance and Healthcare. 6 • Benefit from both strategic and tactical research-based advice to enhance your business performance • Validate and develop your strategic marketing and sales planning initiatives • Gain access to the HfS Research Library, including • Gain access to compelling and creative strategic communications Premium Research support to help enhance your market awareness among key • Enhance your market industry stakeholders (i.e., buyers, positioning and competitive consultants, lawyers, investors, differentiation media and other influencers) • Gain unrivalled insight, perspective and data on • Access industry-specific data and trends to support your strategic the current global business planning and investments environments In addition to gaining access to our full range of published research for one year, clients can select a combination of analyst inquiry and strategy sessions, which gives you the ability to make HfS an ongoing strategic partner to you and your executive team. Premium Research HfS produces acclaimed research focused on demand-side trends, market landscapes, supplier evaluations, pricing dynamics, market sizing and forecasting. Members are entitled to exclusive access of Premium HfS research, which leverages unique research-based tools and delivers compelling advice to maximize your business outcomes. Premium research includes, but is not limited to: • RapidInsight research reports, featuring emerging market dynamics and areas that matter • Provider Blueprint Reports, identifying leading service providers through in-depth capability analysis • PriceIndicator™ benchmarking *PriceIndicator™ reports are reports*, providing detailed price available to silver memberbenchmarking data for multiple ship levels and above. industries and specialty services Contact HfS today: email insights@hfsresearch.com or call +1 (800) 449-4206 x9 HfS Analyst Advisory Membership (continued) Analyst Inquiry Sessions Analyst Strategy Sessions Analyst Inquiry Sessions are used for an array of support for your enterprise: HfS strategy sessions are conducted with an analyst team that leverages existing knowledge and research to help you navigate a particular business challenge. Strategy sessions are conducted local to the analyst team* and can be scheduled for up to four hours. Topics for strategy sessions are determined a minimum of two weeks prior to the date of each session and customized for your specific requirements. • Market landscape analysis, market strategy, positioning, competitive intelligence, and best practices discussions • Competitive inquiry, marketing collateral review, market dynamics briefings and sales development • Preparation for strategy meetings to proactively brief HfS on your company’s offerings • Preparation for in-person meetings or for meetings with HfS at industry conferences or events *A session scheduled in an alternative location will incur fees to cover time and travel costs per attending analyst. Additional analyst inquiry sessions can be purchased over the course of the relationship as needed. Note: A minimum of 10 analyst inquiry sessions may be purchased at one time. Membership Program Fees Members may opt for any of the following five levels of participation, depending on their needs: Analyst Inquiries Strategy Sessions Premium Research PriceIndicator™ Bronze Included Not Included 12 1 Silver Included Included 24 2 Gold Included Included 36 3 Platinum Included Included 48 4 Program Level Annual Fee Contact HfS for Pricing Details If you would like advice on selecting the right program level for your needs, HfS will be happy to engage with you to determine the best combination of benefits to your organization. 7 Contact HfS today: email insights@hfsresearch.com or call +1 (800) 449-4206 x9 Market Awareness Solutions Case Studies Our analysts will write an analytical, HfS-branded case study about your client’s solution implementation endeavor that demonstrates significant business outcomes. Members of the HfS analyst team will interview the client to evaluate the engagement to date. HfS retains editorial control with your input into the report development. HfS recommends the following key discussion topics: • Why the client chose to engage with your firm for the discussed business initiatives • How the client selected your firm as its partner • What the client’s critical business challenges were, and how the challenges have been addressed • Future plans for the partnership • HfS Research guidance and recommendations to buyers • How the client managed its transition and governance processes – what are the successes and challenges • How the client and your firm have worked on a common roadmap to achieve real business outcomes (i.e., increased productivity and top-line revenue growth) • Client’s advice to industry peers who are evaluating similar operations models Research Fee: Contact HfS for pricing details Webcasts HfS can support and promote a one-hour, industry-wide webcast that involves an HfS analyst presentation, one of your clients discussing their experiences and one of your executives presenting your firm’s capabilities. HfS draws large audiences to its webcasts of over several hundred attendees, based on its wide market reach and promotions via its media outlets: • • • • • The HfS corporate website, www.hfsresearch.com The HfS bi-monthly “Horses Digest” newsletter, which reaches over 130,000 subscribers The Horses for Sources blog, www.horsesforsources.com The HfS LinkedIn community Twitter Research Fee: Contact HfS for pricing details 8 Contact HfS today: email insights@hfsresearch.com or call +1 (800) 449-4206 x9 Market Awareness Solutions (continued) Speaking Engagements Report Licensing HfS Research can provide recognized industry experts to speak at client roundtables and events, industry conferences, webcasts, private briefings, and seminars, to name a few. HfS can provide unlimited license rights to a syndicated report to be shared with clients, prospects, investors, media, etc. Unlimited rights include, but are not limited to website hosting, email distribution and hard copy reprints. Honoraria Fee: Contact HfS for pricing details Report Fee: Contact HfS for pricing details Executive Interviews HfS will feature your selected, c-suite executive on the leading blog in the industry, horsesforsources.com. With over 130,000 subscribers to our research, communications and blog, your brand visibility will have a multitude of introductions across the globe. 40% are buyers evaluating or engaging sourcing services, with 74% of those buyers considered decision-makers. In sum, the blog post can generate an introduction of your executive to 52,000 buyers and 38,480 decision-makers. Research Fee: Executive Interviews are conducted as part of an overall research membership or with a custom engagement such as a case study or webcast. Please inquire for pricing details. Custom Publications Hosting, Reprint Rights and Promotional Support • Your firm will have unlimited web hosting and print/reprint rights. • HfS Research will provide you with written press quotes to support and promote the custom publication. • HfS will include the report in a future “Horses Digest” newsletter, which reaches 130,000 subscribers. 9 Contact HfS today: email insights@hfsresearch.com or call +1 (800) 449-4206 x9 HfS Custom Research and Advisory Services HfS provides tailored services to support providers with custom market intelligence needs: Industry Surveys Strategic Partnership Analysis HfS leverages its vast network of 130,000 subscribers to produce unparalleled industry surveys and studies amongst buyers, providers, advisors and influencers in the Global Business Services industry. HfS identifies and introduces potential partners that will enhance your existing offerings without the cost in dollars and time of a formal merger or acquisition. The strategic partnership analysis would recommend: SWOT Analysis and Positioning HfS helps you understand the competitive climate and industry trends through our SWOT analysis and positioning services. Using research, data and our vast network, HfS discretely identifies strengths, weaknesses, opportunities and threats, recommending strategies and tactics to compete more effectively, close any gaps, and, most importantly, grow market share. Marketing Materials and Messaging Guidance HfS leverages the experience and strategic communications experts to help you modify and develop successful outreach communications. We will aggressively recommend a complete rewrite of materials, if necessary, and will have support on-hand to help you do that quickly. Sales Effectiveness Analysis • Future investments and partnerships that support growth in market share while broadening your business services portfolio. • Organizations with synergy in marketing and lines of business that do not overlap • Organizations that will integrate easily through marketing, branding and technology ROI Tool Development HfS crafts and designs an ROI tool specific to your business that enables your sales and business development teams to improve return on investment (ROI) and lead generation capabilities. End-To-End Sales Process Analysis HfS analyzes your sales process from lead generation to close, working with you to determine areas for improvement and then help you redesign it. HfS supports a gap analysis program to identify weaknesses with your current sales approach via win/loss analysis, an independent post-contract review to help determine which processes, behaviors, clients, tactics and team members are most likely to lead to growth. 10 Contact HfS today: email insights@hfsresearch.com or call +1 (800) 449-4206 x9 What are you waiting for? Contact Us Architects of Global Business Research • Strategy • Community Contact us today: e-mail: insights@hfsresearch.com call: +1 (800) 449 4206 ext 9 Connect: View more information about HfS: www.hfsresearch.com Follow HfS on Twitter: @HfSResearch and @Horses4Sources Click here to join The BPO and Offshoring Best Practices Forum on LinkedIn 11